Connect ClearCRM and Wodify
Integrate ClearCRM with Wodify to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Clients from Wodify when Get recent contracts from ClearCRM
List Memberships from Wodify when Get recent contracts from ClearCRM
Place Membership On Hold in Wodify when Get recent contracts from ClearCRM
Delete Membership in Wodify when Get recent contracts from ClearCRM
Create Client Membership in Wodify when Get recent contracts from ClearCRM
Popular ClearCRM + Wodify flows
Start from a real workflow other teams are already running.
Choose a trigger
ClearCRM
When this happens...
Get recent contracts
New Customer
New Estimate
New Invoice
Get recent leads
New Payment
New Project
New Proposal
New Ticket
Choose an action
Wodify
Automatically do this!
List Clients
List Memberships
Place Membership On Hold
Delete Membership
Create Client Membership
Update Membership
Create Payment Plan Template
Get Monthly Member Birthdays
Get Invoices
Change Client Status
Create Client
Deactivate Client
List Clients from Wodify when Get recent contracts from ClearCRM
Use this flowList Memberships from Wodify when Get recent contracts from ClearCRM
Use this flowPlace Membership On Hold in Wodify when Get recent contracts from ClearCRM
Use this flowDelete Membership in Wodify when Get recent contracts from ClearCRM
Use this flowCreate Client Membership in Wodify when Get recent contracts from ClearCRM
Use this flowUpdate Membership in Wodify when Get recent contracts from ClearCRM
Use this flowCreate Payment Plan Template in Wodify when Get recent contracts from ClearCRM
Use this flowGet Monthly Member Birthdays from Wodify when Get recent contracts from ClearCRM
Use this flowGet Invoices from Wodify when Get recent contracts from ClearCRM
Use this flowChange Client Status in Wodify when Get recent contracts from ClearCRM
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Wodify.
When this happensTriggers
A trigger is an event that starts a workflow.
Get recent contracts
Get contracts added in a recent time window and include each contract's timestamp converted to UTC.
New Customer
Fetch customers added to Clear CRM within the configured schedule window (minutes) and return their records with ISO-formatted creation timestamps.
New Estimate
Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.
New Invoice
Fetch invoices created within the configured schedule window and return them with ISO-formatted UTC creation timestamps.
Get recent leads
Get leads added in the configured time window and include each lead's added time in UTC.
New Payment
Retrieve payments recorded in Clear CRM within the configured schedule window and return each payment with its UTC timestamp.
Do thisActions
Action is the task that follows automatically within your ClearCRM integrations.
List Clients
Get a list of clients and their basic profile details.
List Memberships
Retrieve memberships in pages; supports sorting and setting page number and page size.
Place Membership On Hold
Place an active membership on hold for a specified date range
Delete Membership
Delete a client's membership
Create Client Membership
Add a membership to a client
Update Membership
Edit plan, dates, or status
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About ClearCRM
Clear CRM is a comprehensive customer relationship management platform designed to streamline your sales, marketing, and customer support processes. Enhance your business efficiency with powerful tools for managing customer interactions, tracking sales leads, and automating marketing campaigns.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Wodify accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between ClearCRM and Wodify as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Wodify. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Wodify, and a separate workflow where Wodify triggers actions in ClearCRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between ClearCRM and Wodify. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Wodify integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
